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Re: pollyvonwog post# 8259

Wednesday, 01/25/2012 8:57:21 AM

Wednesday, January 25, 2012 8:57:21 AM

Post# of 20689

$225m 4th q enox sales



So MNTA should be over the royalty and back into profit share (assuming a minimum of 60% margin). But revenue for Q4 will be very different from Q3, but there should be earnings, not losses, since even the royalty (at 12%) would exceed expenses (by a little).

Number shows that SNY did not sell AG very hard at any point (or just wasn't very successful).

Also, interesting comments about "four year contracts" in the oral arguments. Have to wonder is NVS/Sandoz got any?